It's the conversation that nobody want to have, yet everybody must have.
What will happen to you, your loved ones and your assets if you become sick or die?
We don’t have answers to these questions but what we do know is that it is vital to ensure, while fit, competent and able that you
safeguard your financial affairs by giving a spouse, relative or close associate your enduring power of attorney (EPOA).
This enables your EPOA to act on your behalf if you become sick, are quarantined for a long time or become incapable of managing your
financial or health affairs. In addition, your EPOA may be given the power to take your position as trustee of a
self-managed super fund if your deed allows. Each State has its own EPOA legal requirements which we are fully aware of.
As accountants & financial advisors we are best placed to truly understand your personal and business structure to discuss with you your wishes, identify a tax efficient strategy for your estate planning, and ensure this is all correctly articulated to the lawyer so that your will truly reflects your intentions.
When deciding which investments are right for you, it is important to understand the trade-off between risk and return and how to manage investment risk.
By setting goals, planning ahead and being smart with your savings and debt strategies – you can actively grow your wealth even from a
Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments.